Executive Moves

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Executive Moves

SEI Appoints Head of International Private Banking and Wealth Management Services

SEI has announced that Barry Frame has joined the company as Head of International Private Banking and Wealth Management Services. This appointment further strengthens the leadership team of SEI’s international business.   Frame will be responsible for SEI’s international private banking and wealth management business, leading commercial strategy and sales execution, deepening key client relationships, […]
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Executive Moves

Loeb & Loeb Expands Private Client Litigation Capabilities with Veteran Litigator

Loeb & Loeb has announced the arrival of Angelo Grasso, a leading trust and estates litigator, who joins the firm’s Private Client group in the New York office. Grasso’s addition continues the firm’s strategic expansion of its nationally recognized Private Client platform as demand grows for sophisticated counsel on complex wealth, fiduciary and family governance […]
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Executive Moves

Catherine Bessant joins Truist board of directors

Truist Financial Corporation has announced that its board appointed Catherine Bessant to join as a director. Bessant will serve on the board's risk committee.     "We're delighted to welcome Cathy, with her deep experience in financial services and philanthropy to the Truist board of directors," said Truist Chairman and CEO Bill Rogers.    "Cathy's impressive […]
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Executive Moves

Cresset Appoints Mark Tremblay as Head of Family Office Services

Cresset has announced that it has appointed Mark Tremblay as Executive Managing Director, Head of Family Office Services. Tremblay brings more than 20 years of leadership experience in the wealth management industry with significant experience in investments, operations, and client service delivery. He will be based out of Cresset's New York office and will join […]
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Executive Moves

Markus Kumschick is the new PensExpert head for Zurich and Northwest Switzerland

PensExpert has gained an extremely experienced, well-connected and socially competent new head for the Zurich region and Northwest Switzerland in former Vontobel Head Wealth Planning Markus Kumschick.   PensExpert is strengthening its regional presence and has appointed Markus Kumschick as Head of the Zurich & Northwest Switzerland region, effective April 1st. With this move, the […]
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Executive Moves

Coutts appoints senior lead to drive digital assets strategy

Coutts has hired a digital asset strategy and delivery lead for its Private Banking & Wealth Management (PBWM) business.   Sarah Dow joins from Lloyds Banking Group to head up the development and implementation of Coutts digital assets strategy, working across key product areas including Everyday Banking, Investments and Lending to ensure a joined-up approach. […]
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Executive Moves

IQ-EQ appoints Head of Asset Owners for APAC, reflecting expansion of regional service offering

We’ve appointed Wyn James as our new Head of Asset Owners for Asia-Pacific (APAC). This newly created position reflects our strengthening focus on institutional asset owners in APAC – including sovereign wealth funds (SWFs), pension funds, insurers and family offices – as the region’s capital base continues to grow and allocations to private markets increase. […]
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Executive Moves

Reyl Intesa Sanpaolo adds investment experts to board

Reyl Intesa Sanpaolo has added Giuseppe Distefano and Davide Elli to its board of directors.   The duo were approved by Finma last week, a spokesperson for the private bank confirmed to Citywire. Their appointment follows Liane Elias Hoffmann taking over as chair and several senior departures, as Citywire revealed.   Distefano is also vice […]
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